ZipBooks was formed with small business owners in mind, not just accountants. Because of that vision, we think ZipBooks offers a more streamlined interface, more intuitive reporting, and more visually appealing workflows.
Decide who the administrator will be. Choose someone who is usually available in your office. Enter the name of the person who will be the administrator.
What do these choices mean in access selection? Selected areas of QuickBooks: Lets you choose which areas sales, purchases, payroll, and so on the user can access in QuickBooks.
A sequence of questions helps you select the areas. All areas of QuickBooks: Gives the user access to all areas. The user can do everything except a few special activities reserved exclusively for the QuickBooks Administrator. Activities the user won't be able to do are: Assign a user name and password: Enter the name of the person in the User Name field.
Enter a password in the Password field and again in the Confirm Password field. Choose whether this person will have access to selected areas of QuickBooks or all areas of QuickBooks.
What do these choices mean?
If you granted access to all areas of QuickBooks, you have no more selections to make. Click Yes to confirm that you want this person to have full access. Click Finish to complete the setup process.
If you are selecting the areas the user has access to, make your selections in the window. Click Next to go to the next window. In the last window, review the table that summarizes the access rights you granted. If you need to make a change, click Prev to return to the appropriate window.
Select the user you would like to change from the list, and then click Edit User. Replace the username and password with the new user's name and password: Enter the name of the person in the "User Name" field. Enter a password in the "Password" field and again in the "Confirm Password" field.
Closing an Accounting Period: You can also limit access to the closed accounting period by setting a closing date password. If you decide to set a password, QuickBooks requires the password for changes that would alter balances for the accounting period you have closed.
This includes adding, editing, or deleting transactions dated on or before the closing date. You can change the password at any time.
To Set the Closing Date and Password:"QuickBooks without a doubt allowed me to take a huge leap in growing my company - 40% growth in the first year of running it. Being efficient with my bookkeeping allowed me to focus on the most important part of my business, the CUSTOMER.
When making a bill payment with QuickBooks from a Wells Fargo account, you should schedule your payment at least four business days before you want your payee to receive payment. Buy QuickBooks - or try a free 30 day trial - with or without payroll and get the QuickBooks online product most suitable for your small business at the best possible price.
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